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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,963 | $102,663-23.1% | $86,216-8.4% | $139,466-43.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 33.91% | 1924.52%-1890.6pp | 1169.42%-1135.5pp | 373.66%-339.8pp |
| Employer contribution / active EE | $992 | $3,035-67.3% | $2,382-58.4% | $4,754-79.1% |
| Participant deferral / active EE | $3,717 | $4,677-20.5% | $3,986-6.8% | $6,712-44.6% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |